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Advisor Group’s York Water YORW Stock Holding History

Advisor Group’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$79K Hold
1,694
– – ﹤0.01% 3110
2019
Q3 		$74K Hold
1,694
– – ﹤0.01% 3113
2019
Q2 		$60K Hold
1,694
– – ﹤0.01% 3237
2019
Q1 		$58K Buy
1,694
+740
+78% +$24.8K ﹤0.01% 3276
2018
Q4 		$31K Buy
954
+486
+104% +$15.6K ﹤0.01% 3515
2018
Q3 		$15K Hold
468
– – ﹤0.01% 4055
2018
Q2 		$15K Sell
468
-82
-15% -$2.63K ﹤0.01% 3874
2018
Q1 		$17K Sell
550
-100
-15% -$3.08K ﹤0.01% 3788
2017
Q4 		$22K Sell
650
-145
-18% -$5.11K ﹤0.01% 3666
2017
Q3 		$27K Hold
795
– – ﹤0.01% 3390
2017
Q2 		$28K Sell
795
-100
-11% -$3.52K ﹤0.01% 3269
2017
Q1 		$31K Hold
895
– – ﹤0.01% 3062
2016
Q4 		$34K Sell
895
-122
-12% -$4.13K ﹤0.01% 2886
2016
Q3 		$30K Buy
1,017
+171
+20% +$5.1K ﹤0.01% 2896
2016
Q2 		$26K Buy
+846
New +$25K ﹤0.01% 2900

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Advisor Group's YORW Position: Q4 2019 in Review

Advisor Group held its York Water (YORW) position steady in Q4 2019 at 1,694 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #3110.

Advisor Group first reported a position in YORW in Q2 2016 and has held it in 15 quarters since. 123 funds tracked by Wall St. Rank hold YORW as of Q4 2019.

  • Advisor Group held 1,694 shares of York Water worth $79K as of Q4 2019.
  • Advisor Group left its York Water share count unchanged in Q4 2019.
  • York Water made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3110 holding.
  • Advisor Group first reported a position in York Water in Q2 2016 and has held it in 15 quarters since.
  • 123 funds tracked by Wall St. Rank held York Water as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.